Filed September 14, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $293,589 | $144,119+103.7% | $117,854+149.1% | $147,584+98.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.45% | 531.15%-513.7pp | 335.08%-317.6pp | 578.55%-561.1pp |
| Employer contribution / active EE | $4,939 | $4,896+0.9% | $3,786+30.5% | $4,876+1.3% |
| Participant deferral / active EE | $15,151 | $5,316+185.0% | $4,482+238.1% | $5,439+178.6% |
| Admin fee / account holder | $21,690 | $10,886+99.2% | $8,020+170.4% | $10,885+99.3% |